Feature Guide

Understand the WethosAI Platform and leverage our features for success! Updated July 2025

The Ethos of We

Demystify Your Group in Minutes

In under 10-minutes, access the Wethos Styles of each person on your group. Gain collective insights about people's individual strengths and natural behaviors and reveal how these interactions power your group dynamic.

We quantify the character and culture of individuals, groups and organizations to unlock potential through team cohesion.

This is the Ethos of We, this is the Wethos Way.

Boost Group Performance with Science

WethosAI brings over 30 years of behavioral science research to your fingertips with AI. Just in time coaching and personalized insights through workflow integrations promotes ongoing Group engagement, productivity, and cohesion.

Build Psychological Trust

Utilize the WethosAI Platform to provide transparency into group interactions in a way that highlights the strengths and contributions of each group member. Spend more energy on collaborative problem solving and less time navigating interpersonal conflicts.

---

 

The Science Behind WethosAI

WethosAI was developed as a behavioral assessment focused on team performance. In the early 80's, most tools were based on identifying personal characteristics and were more descriptive by design. These were helpful, but the WethosAI Team believed a predictive tool for group interactions could prove more useful. The goal was to develop an assessment with exceptional internal consistency—one that would help individuals and groups perform at a higher level by recognizing their default behaviors and gaining awareness of how those behaviors influence themselves and others.

The empirical research behind WethosAI identified four highly consistent activities that impact group performance. Based on this research, the Wethos assessment analyzes 84 items that identify how people naturally behave within the four areas of group performance, and presents actionable, objective feedback.

The results demonstrate an excellent internal consistency of reliability with a high degree of construct validity. The results from Exploratory Factor Analyses (EFA), Multi-Trait Multi-Method (MTMM) Matrix, and Confirmatory Factor Analyses (CFA), all strongly support the conclusion that Wethos demonstrates excellent validity.

Leveraging WethosAI

Use Cases

• Transformational need
• Mergers & acquisitions
• High growth businesses
• Major organizational changes
• Scaling operations efficiently
• Global & cultural integrations
• Team dynamics and operational efficiency
• Lack of team cohesion
• Communication barriers
• Remote/hybrid work challenges
• Misalignment of strengths/tasks
• Performance management
• Productivity issues
• DEI Efforts
• Employee engagement decline
• High turnover
• Leadership change
• Professional development
• Innovation stagnation

How Not to Use WethosAI

• To Judge
• To Limit Contributions
• To Limit Growth
• To Excuse Neglect or Non-Participation
• To Discriminate or Marginalize
• To Create a Hierarchical Structure
• To Enforce Rigid Role Definitions
• To Make Personnel Decisions
• To Undermine Personal Accountability

---

WethosAI Features

WethosXO - Your Workplace Coach

WethosXO is woven throughout the WethosAI Platform from when you complete your assessment through every feature WethosAI provides.

Consider XO your most valuable and capable work friend

Merging quantitative behavioral science with behavioral AI, we have created the ultimate professional companion.

Each user can use XO to:

• Predict interpersonal outcomes
• Communicate more effectively
• Generate unique content
• Engage in self-exploration
• Increase productivity

Benefits Across All Levels

Individual Benefits

• Understand Natural Behaviors
• Predict Where Individuals Will Excel
• Identify Growth Opportunities

Team Benefits

• Address Group Needs
• Understand & Leverage Strengths
• Build High Performing Groups

Leader Benefits

• Build Strengths-Based Teams
• Improve Decision Making
• Foster Healthy Relationships

Org Benefits

• Improve Workplace Culture
• Reduce Turnover
• Enhance Operational Efficiency

Your Dedicated WethosAI Expert

• An expert on your Wethos Style - uniquely trained on platform data to promote more nuanced communication
• Meticulously tailored to align with individual needs and goals
• Capable of providing insights on group composition, task allocation, strategies for enhancing productivity & more

Extended Capabilities

Image Generation

• Standard images provide AI-generated visuals that resemble photographs
• Illustrations offer drawing-like AI-generated imagery for creative presentation
• Storyboards create series of images representing what WethosXO was asked
• Visual components complement text-based responses for clearer communication

Voice Playback

• Listen to XO responses while multitasking or on the go
• Process information through audio for better retention
• Enjoy a hands-free experience when consuming complex content
• Access information in an alternative format that may better suit your learning style

Copying Response

• Share interesting responses with team members during collaborative projects
• Send creative content to friends without having to manually retype everything
• Include XO-generated analysis in reports or presentations

Giving Feedback

• Rate responses to indicate which outputs meet your needs
• Flag unhelpful answers so we can refine response quality

New WethosXO Features: Persistent & Shared Conversations

WethosAI now includes two powerful features to enhance your team collaboration and conversation management: Shared Conversations and Persistent Conversations.

Persistent Conversations: Save Your XO History

Your conversations with XO are now saved automatically. Just like a messaging app, you can close a chat and return to it later with all the context intact - XO can reference everything discussed in that specific conversation.

How It Works

• Start any conversation with XO
• Close your browser, take a break, or start a different conversation
• Come back hours or days later - continue the same conversation thread
• XO has access to the full chat history from that specific conversation, so you can pick up right where you left off
• Just like other chatbots and AI assistants, but tailored for you or your team workflow

Key Benefits

• Conversation continuity - Pick up exactly where you left off in any chat
• Context preservation - No need to re-explain what you were discussing
• Smart organization - Conversations automatically get meaningful names based on your topics
• Full control - Rename or delete conversation threads whenever you need
• Works everywhere - Available for both personal chats and team discussions (see shared conversations below)

Important Note

Each conversation is independent - XO only knows what was discussed in that specific chat thread. 

Real-World Use Cases

• Multi-session coaching: Start a private conversation about managing a challenging team member, leave for a week, then return to continue strategizing without re-explaining the entire situation.
• Building on previous insights: Go to the previous conversation "XO, last time you helped me understand how to work best with Sarah's Order 5 style. Now I need help preparing feedback for her on this creative project, where I found her too hands-on."
• Complex project planning: Develop a project plan over multiple sessions - "Let's continue refining the timeline we started last time, considering the team dynamics we discussed."
• Ongoing 1:1 preparation: Maintain a dedicated conversation thread for each direct report - automatically bring in meeting transcripts and ask "Based on these interactions about Jake, how should I adjust my coaching approach given what we've discussed before?"
• Learning journeys: Take a deep dive into understanding team dynamics across multiple sessions without losing context between conversations
• Reference past strategies: "What was that conflict resolution approach you suggested for the Ideas 5 vs Order 5 clash on this team?" - instantly find and apply previous advice

Shared Conversations: Real-Time Team Collaboration

Transform team collaboration with behavioral science-powered AI. Think of it as a chatbot meets Slack, but with a crucial difference: XO understands every team member's behavioral traits, decision-making patterns, and interpersonal preferences. Instead of generic AI responses, your team gets insights tailored to how you actually work together.

Why This Changes Everything

Unlike generic AI tools, XO understands your team's Wethos Styles—how each person processes information, communicates, makes decisions, and collaborates. This means when your team works with XO together, you're not just getting AI assistance, you're getting insights tailored to your specific team dynamics and working styles.

Two Flexible Modes

Ask WethosXO 

• WethosXO will respond to your message
• XO's response is visible to the entire team
• Perfect for getting AI input during discussions

Send Message to Team 

• Regular team message without XO
• XO stays quiet and doesn't respond
• Switch back to XO mode anytime you need AI help

Key Features

• Living team knowledge base - Shared conversations become an evolving repository where behavioral insights deepen over time
• Maintain accountability - Ensure everyone on the team follows through on tasks and utilize XO as a way to create and reference documented decisions
• True async collaboration - Team members anywhere can catch up instantly via XO summaries and contribute meaningfully without scrolling through everything
• Transparent behavioral insights - Everyone sees the same analysis of team dynamics with XO's reasoning, building shared understanding, psychological safety and AI literacy
• Compound value over time - Weeks of discussions build context; new members onboard faster
• Flexible XO control - Toggle between "Ask WethosXO" for AI input and "Send Message to Team" for regular chat
• No more copy-paste workflows - Integrated AI collaboration that everyone can see and build upon

Real-World Use Cases

• Sprint retrospectives: "XO, review our team's messages from this past week and identify communication patterns we should improve."
• Collective decision-making: "XO, analyze the pros and cons of these three vendor options, considering our team's diverse working styles" - everyone sees the same analysis, preventing cherry-picked AI insights
• Real-time conflict resolution: When tension arises, ask "XO, help us understand why our Order 5 and Ideas 5 members are talking past each other on this issue" - neutral AI mediation visible to all
• Transparent task allocation: "XO, based on our team's behavioral styles, who would thrive with each of these project components?" - removes bias and politics from assignments
• Shared learning moments: "XO, explain why that last brainstorming session felt chaotic" - team learns together about their dynamics in the moment
• Unified onboarding: New team member joins the conversation - "XO, give Taylor a quick overview of how our team works best together based on our styles"
• Crisis alignment: "XO, we have 30 minutes to decide. Based on our team composition, what's the fastest way to reach consensus?" - everyone follows the same playbook

Using Documents in Shared Team Context

Transform static files into dynamic team intelligence. When you upload documents to your team space, they can be referenced as part of your shared conversation context, allowing XO to provide insights that combine your team's behavioral dynamics with your actual work materials.

How It Works

• Upload documents directly to your team or project space
• In shared conversations, reference any document and XO automatically understands the context
• XO can analyze documents through the lens of your team's working styles

Powerful Use Cases

• Strategic planning: Upload your roadmap and ask "Based on our team's traits, how should we adjust these timelines?"
• Document review: "XO, summarize the product spec and identify which sections need input from other team members"
• Meeting prep: Upload agenda and materials, then ask "Given our team dynamics, what discussion points might cause friction?"
• Onboarding acceleration: Upload team handbooks and ask XO to create a personalized onboarding plan based on the new hire's working style
• Project retrospectives: Upload project documents and ask "Considering our behavioral patterns, what do you think contributed to the delays in Phase 2?"

Why This Matters

Unlike generic AI document analysis, XO understands:

• How team members will interpret and process information differently
• Which team members should review specific sections based on their strengths
• How to present information in ways that resonate with your team's composition
• Where behavioral friction might arise during project implementation

Best Practices

• Name documents clearly so team members can easily reference them in conversations
• Use shared conversations to discuss documents transparently - everyone benefits from XO's analysis
• Build on previous document discussions - XO remembers the context from earlier in the conversation
• Combine multiple documents for richer insights: "Compare the Q3 plan with the Q4 results, considering our team's tendency to over-commit"

This feature turns your team's documents from static information into living resources that gain value through the combination of persistent conversation history, shared team access, and behavioral intelligence.

 

These features make WethosAI more collaborative and user-friendly, helping you maintain context across conversations while enabling seamless team collaboration with AI assistance.

 

---

Unlocking Insights

A Step by Step Overview

---

Unlocking Insights: Assess 📝

Choose between our 10-minute long, scientifically validated assessment, our abbreviated 8-question assessment, or onboard via LinkedIn.

Onboarding Options

At WethosAI, we understand that every professional has different needs and time constraints. Choose the onboarding path that works best for you: connect your LinkedIn profile for instant results, take our recommended 8-question assessment in just 1 minute, or invest 10 minutes in our comprehensive 84-question assessment for the most nuanced understanding of your working style.

LinkedIn Profile Connection

• Best for: Busy professionals who want to get started immediately
• Pros: Instant results, zero time investment, completely frictionless
• Cons: Less personalized, initial insights may need more refinement
• Time: Instant

Rapid 8-Question Assessment

• Best for: Group members who want a balance of speed and accuracy
• Pros: Quick but meaningful insights, focused questions, minimal time investment
• Cons: Not as comprehensive as full assessment
• Time: 1 minute

Comprehensive 84-Question Assessment

• Best for: Group members who want to invest time upfront for deeper insights and maximized platform value
• Pros: Most detailed insights, nuanced understanding of working style, highest accuracy
• Cons: Requires more upfront time investment
• Time: 10 minutes

The Scales

The WethosAI Platform operates on the foundation of the Wethos Style, which is characterized by a set of four numbers. These numbers correspond to four distinct scales: Ideas, Relational, Action & Order. Wethos measures each person's behavioral style across these four scales that are integral to individual and group performance.

Once someone has onboarded, we analyze their responses (or LinkedIn profile) to identify their default behaviors—the ways they most naturally tend to engage with their group—in each of the four scales. WethosAI unlocks a comprehensive understanding of one's unique style as defined by these scales, thereby allowing the user to take full advantage of the rest of the WethosAI Features.

---

The Scales: Ideas

The Ideas Scale measures how you absorb information and express your thoughts.

• Are they more visionary or practical in their thinking?

• Do they like to summarize their ideas or describe them in a detailed narrative?

• Do they start by asking themselves “what else,” “how to,” or “with what”?

• Do they process ideas by verbalizing them, asking questions, or thinking them through silently?

• Do they move quickly to test ideas, wait until they have built a system to execute, or figure out every detail before implementing?

There are five segment styles on this scale:

---

The Scales: Relational

The Relational Scale measures how you process emotion and engage interpersonally.

• How apparent must others’ emotions be before a person notices them?
• Do they typically feel or simply observe others’ emotions?
• Are they more inclined to nurture emotions, attempt to manage emotions, or rarely acknowledge emotions? 

---

The Scales: Action

The Action Scale measures how you pursue goals while considering others and the urgency for closure.

• Are they more focused on the achievement of goals or the activities necessary to achieve goals?
• Are they asking “is it done?”, “is everything working?” or “is it working right?”
• Are they more inclined to direct others to achieve their goals, or to take on tasks in recognition of the needs of others? 

---

The Scales: Order

The Order Scale measures how people structure and complete your work. 

• Do they like following orderly routines and processes, or taking a more creative, flexible approach to the work?
• Are they more hands-on or hands-off when managing performance?
• How complete does a project need to be before they are ready to move on to the next thing? 

---

Unlocking Insights: Gain Immediate Insights 💡

Enjoy personalized insights to gain deeper understanding across the four scales. Lean on WethosXO to ask specific questions about your style.

Wethos Style

Kinetic View

Scientific View

Interpreting Wethos Styles

Each person's results appear in one of five segments for each activity, with each segment representing a different behavioral style. With insights from WethosAI, team members can intentionally modify their behavior to move into other segments.

• The WethosAI four scales represent the four activities integral to team performance
• The results are not static points—they identify a default range of movement. Results fall in a 15% range, represented by the shaded areas.

Insights provided include:

• Summary Paragraph & Visual Representation
• Breakdown of Specific Scale Styles
• Bias Cards & Mitigation Techniques

---

Unlocking Insights: Enhance Interactions 👫 

WethosXO provides insights into working styles, improving collaboration and conflict resolution for better decision-making.

Working Together

A user can run a scenario between any two (or more) Wethos Styles to receive specific insights on how they would best work together and tips to avoid potential misunderstandings.

Using the global search functionality, users can type in an individual and access XO from their profile page. Ask questions to generate insights, prompt XO to create task lists, or run mock conversations to always be prepared for any conversation or situation.

With Persistent Conversations, you can now:

• Build ongoing coaching threads about specific team members
• Return to previous working style analyses without starting over
• Track how your understanding of team dynamics evolves over time
• Maintain separate conversation threads for each key relationship

---

Unlocking Insights: Optimize Time & Collaboration

Transform your calendar into a collaboration powerhouse with WethosXO-powered meeting insights, time analytics, and participant working styles.

My Calendar

In today's fast-paced work environment, effective time management is crucial for success. Back-to-back meetings have become the norm, often leaving little time for preparation or reflection. Learn how smart calendar integration can help you optimize your schedule and enhance your collaborative experiences.

Key Features

• Smart Meeting Insights: Transform your calendar events into more meaningful and impactful sessions with intelligent insights.
• Time Analytics Dashboard: Gain a comprehensive understanding of your time allocation.
• Collaboration Analytics: Understand your collaboration patterns to improve workplace relationships.

Benefits

Enhanced Collaboration

• Build stronger professional relationships through informed interactions
• Improve meeting preparation and participation
• Create more effective and engaging discussion environments
• Develop better understanding of collaborative dynamics

Increased Productivity

• Identify and eliminate inefficient time usage patterns
• Create dedicated spaces for deep focus work
• Reduce cognitive load from context switching
• Make data-driven decisions about calendar management
• Balance meeting time with individual work effectively

Better Work-Life Balance

• Set healthy boundaries around your time
• Optimize your schedule for both productivity and wellbeing
• Reduce meeting overload through smart scheduling

• Create sustainable working patterns that support both professional and personal goals

My Calendar Views

Dashboard: Start your day by visiting the Dashboard tab to:

• Check your meeting distribution in the heat map to identify peak meeting times
• Review unscheduled blocks to plan focused work during available time slots
• Monitor your weekly meeting total to manage your workload
• Track key metrics like average meeting length and daily meeting count
• Note your primary teammate to prioritize those collaborations
• Use the "Check your Complete Schedule" button to see more details

Weekly Report: Click the Weekly Report tab to:

• View your top 4 collaborators and their Wethos Style numbers for better interaction
• Check upcoming meetings for the week to prepare effectively
• Compare your busiest day with your lightest day to balance your schedule
• Review your one-on-one meeting commitments to ensure important connections are maintained
• Read the Wethos Coaching tip for guidance on effective collaboration

Schedule: Navigate to the Schedule tab to:

• Browse your monthly calendar view for comprehensive planning
• Use the search bar to quickly find specific meetings by name
• Find meetings by attendee using the dedicated search function
• Identify focus time blocks to protect your productivity
• Add or adjust meetings to maintain a balanced workload across the month
• View color-coded meeting types to distinguish between team meetings, one-on-ones, and personal work time

 

---

Unlocking Insights: Take a Deep Dive Into Team Dynamics 

Snapshots, Bias Detection, and Team Insights. Use WethosXO to understand dynamics and optimize task allocation.

Teams

Any team can thrive and any team can fall into dysfunction. Protect against dysfunction by embracing real time WethosXO™ coaching to transform group dynamics, communication, and performance.

WethosAI understands where your team's strengths will benefit the end goal and where biases or blind spots may become obstacles. WethosAI delivers a unified, resilient, and high-performing team culture.

My Team

The My Team page is someone’s core team members that interact most often - usually on a daily basis. This view allows team members to get to know one another on a deep level and understand how to maximize individual strengths. If a new team member joins, they can walk in prepared on their first day.

Project Teams

Best used for cross-functional projects, side projects, and specialized tasks. Individuals can create any number of project teams and elect to make them public or private*. This is a great way to test out various team compositions and see how the insights change.

 

Team Views

Document Upload Features

Transform Your Team's Knowledge Management With 2GB of storage, your organization can upload relevant documents directly to team and project spaces, creating a centralized hub where all team members have instant access to critical information. Once a document is uploaded, every team member can access it, and documents can be easily removed if uploaded by mistake.

The real power comes when you engage WethosXO with your documents. Simply ask XO to summarize any document, and when you're on that team page, you can reference any uploaded document in conversations with XO—it will automatically understand what you're discussing.

Key Benefits:

• Access shared files and documentation in one centralized location
• Manage group information through an intuitive, user-friendly interface
• Provide consistent context for all group activities and discussions

Powerful Team Features

Smart Document Referencing: When asking WethosXO questions, you can reference uploaded documents by name, and XO will automatically understand which documents you're referring to, creating seamless, contextual conversations about your team's materials.

AI-Powered Document Intelligence: Get instant summaries, insights, and analysis of any uploaded document through WethosXO, transforming static files into dynamic, actionable intelligence for your team.

Perfect for Critical Documentation: This feature is particularly valuable for

• Team handbooks that define working styles and processes
• Project roadmaps that benefit from team dynamics analysis
• Important documentation that gains deeper meaning when viewed through the lens of your team's working styles and interpersonal dynamics
• Meeting notes and action items that XO can reference for ongoing projects
• Strategic documents that require team-wide understanding and alignment

With Shared Conversations, document discussions become even more powerful:

• The entire team sees XO's analysis of documents through the lens of behavioral dynamics
• Build on previous document discussions in the conversation history
• Create transparent alignment around strategic documents
• Enable async collaboration where team members can catch up on document analysis anytime

---

Unlocking Insights: Create Data-Driven Teams

Build effective cross-functional teams using WethosAI's Team Composition algorithm.

Team Composition Using AI

The WethosAI platform uses predictive AI to simplify team creation, enabling managers to customize teams based on project needs, size, and skill balance. It offers two curated Group options for comparison and detailed analysis, streamlining the formation of cross-functional teams aligned with project goals.

Precise - Tailors team composition with AI, ensuring an ideal match for project requirements.

Efficient - Streamlines the team selection process, saving time in forming cross-functional teams.

Data-Driven - Eliminate bias and identify who is truly the best fit for the project or task at hand using data-driven insights.

How It Works

1. Create a project and weight the percentage of Wethos Style and Hard Skills and set the team size.
2. Receive Team Recommendations of Team A and Team B and compare to decide on the best fit for the project or task using the comparison summary.
3. Review each team suggested and examine their alignment to both the project and the styles most suited.

---

Unlocking Insights: Monitor Organizational Health 🏥

The Comfort Index

The WethosAI Comfort Index gives managers insight into their direct reports’ comfort levels. Whether a company’s culture encourages a high level of comfort or not, the Comfort Index dynamically calculates a work alignment score from daily task relevance and teamwork feedback. The average of these scores represents the team’s (and individuals) overall comfort level. This feature promotes transparency and effective growth opportunities.

 

We incorporate a myriad of factors when evaluating an employee’s comfort levels: work alignment, workplace fit, and other contextual factors.

Click on an individual to gain further details about their specific comfort level. We map their comfort across the four scales to better pinpoint where they may not be thriving.

 

---

The Wethos Way